Gemmer Asset Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-130
| Closed | -$5K | – | 849 |
|
|
2022
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 948 |
|
|
2021
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 965 |
|
|
2021
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 917 |
|
|
2020
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 810 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 962 |
|
|
2020
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 966 |
|
|
2019
Q4 | $5K | Sell |
130
-14
| -10% | -$544 | ﹤0.01% | 968 |
|
|
2019
Q3 | $5K | Buy |
144
+14
| +11% | +$466 | ﹤0.01% | 971 |
|
|
2019
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q4 | $3K | Hold |
130
| – | – | ﹤0.01% | 1125 |
|
|
2018
Q3 | $3K | Hold |
130
| – | – | ﹤0.01% | 1210 |
|
|
2018
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 1053 |
|
|
2017
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 1114 |
|
|
2016
Q4 | $2K | Buy |
130
+111
| +584% | +$2.11K | ﹤0.01% | 1162 |
|
|
2016
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1249 |
|
|
2016
Q2 | $0 | Buy |
+19
| New | +$352 | ﹤0.01% | 1268 |
|
|
2016
Q1 | – | Sell |
-161
| Closed | -$3K | – | 1284 |
|
|
2015
Q4 | $3K | Buy |
161
+54
| +50% | +$1.01K | ﹤0.01% | 1010 |
|
|
2015
Q3 | $2K | Sell |
107
-246
| -70% | -$5.01K | ﹤0.01% | 1111 |
|
|
2015
Q2 | $7K | Hold |
353
| – | – | ﹤0.01% | 717 |
|
|
2015
Q1 | $8K | Buy |
353
+246
| +230% | +$5.36K | ﹤0.01% | 718 |
|
|
2014
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 1162 |
|
|
2014
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 1159 |
|
|
2014
Q2 | $2K | Hold |
107
| – | – | ﹤0.01% | 1193 |
|
|
2014
Q1 | $2K | Buy |
+107
| New | +$2.11K | ﹤0.01% | 1175 |
|
Other funds holding PHM
PI
Gemmer Asset Management's PHM Position: Q2 2022 in Review
Gemmer Asset Management sold out of Pultegroup (PHM) in Q2 2022, closing a stake of 130 shares — an estimated $5K sold.
Gemmer Asset Management first reported a position in PHM in Q1 2014 and held it in 32 quarters. The position peaked at $8K in Q1 2015. 629 funds tracked by Wall St. Rank hold PHM as of Q2 2022.
- Gemmer Asset Management reported no remaining Pultegroup position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 130 Pultegroup shares in Q2 2022, an estimated $5K.
- Gemmer Asset Management first reported a position in Pultegroup in Q1 2014 and held it in 32 quarters.
- Gemmer Asset Management's Pultegroup position peaked at $8K in Q1 2015.
- 629 funds tracked by Wall St. Rank held Pultegroup as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.